Gayle

Rodriguez

CRPC™

picture of a planner

Here to act in your best interests

About me

I have been in the financial services industry since 2007. I use my skills to dive deeper into clients’ relationships with money and to help them achieve financial wellness. Outside of work, I enjoy spending time with my family, traveling and trying new restaurants. I am also an avid Wheel of Fortune fan and would love to be on the show one day.

Certifications

Chartered Retirement Planning Counselor™

Education

Master of Science, Personal Financial Planning - Kansas State University

Bachelor of Business Administration, Finance - Concordia University At Austin

Visit one of our Locations

Phoenix - Emerging Investors

4742 N. 24th Street

Suite 270

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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